Purchases and Sales Made in Q3 2021 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q3 2021. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.4M+ 9.75% |
$153M - $166M
|
38.3M
$2.1B
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
725KNew |
$32.6M - $35.3M
|
725K
$39.8M
|
|
|
Oct 29, 2021
Q3 2021
|
O Donnell Financial Services, LLC
|
BUY
|
- |
373KNew |
$16.8M - $18.1M
|
373K
$20.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
320K+ 71.58% |
$14.4M - $15.6M
|
767K
$42.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
239KNew |
$10.8M - $11.6M
|
239K
$13.1M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
139K+ 306.77% |
$6.27M - $6.78M
|
185K
$10.1M
|
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
138K+ 549.76% |
$6.21M - $6.71M
|
163K
$8.96M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
118K+ 138.42% |
$5.32M - $5.75M
|
204K
$11.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
99.1K+ 20.91% |
$4.46M - $4.82M
|
573K
$31.5M
|
|
|
Oct 18, 2021
Q3 2021
|
Retirement Planning Group
|
BUY
|
- |
71.9K+ 8.59% |
$3.24M - $3.5M
|
909K
$49.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
70.6KNew |
$3.18M - $3.43M
|
70.6K
$3.88M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
63.8K+ 9.99% |
$2.87M - $3.11M
|
702K
$38.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
56.4K+ 0.84% |
$2.54M - $2.74M
|
6.73M
$370M
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
52.3KNew |
$2.36M - $2.55M
|
52.3K
$2.88M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
51.8K+ 95.86% |
$2.33M - $2.52M
|
106K
$5.81M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
51K+ 10179.84% |
$2.3M - $2.48M
|
51.5K
$2.83M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
41.3K+ 20.19% |
$1.86M - $2.01M
|
246K
$13.5M
|
|
|
Nov 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
38K+ 79.79% |
$1.71M - $1.85M
|
85.6K
$4.7M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
38K+ 5.45% |
$1.71M - $1.85M
|
734K
$40.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34.5K+ 25.49% |
$1.55M - $1.68M
|
170K
$9.33M
|
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
28.5KNew |
$1.28M - $1.39M
|
28.5K
$1.57M
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
27.6K+ 4.99% |
$1.24M - $1.34M
|
581K
$31.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
26.8K+ 9.39% |
$1.21M - $1.3M
|
312K
$17.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Pecaut & Co.
|
BUY
|
- |
26.6K+ 315.57% |
$1.2M - $1.29M
|
35K
$1.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
26.5K+ 6.67% |
$1.19M - $1.29M
|
424K
$23.3M
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
25.1K+ 27.26% |
$1.13M - $1.22M
|
117K
$6.43M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
24.8K+ 10.44% |
$1.12M - $1.21M
|
262K
$14.4M
|
|
|
Oct 08, 2021
Q3 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
22.8K+ 18.46% |
$1.03M - $1.11M
|
147K
$8.06M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.5K+ 20.76% |
$970K - $1.05M
|
125K
$6.88M
|
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
21.3KNew |
$960K - $1.04M
|
21.3K
$1.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
20.8K+ 16.36% |
$938K - $1.01M
|
148K
$8.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
20K+ 13.36% |
$900K - $973K
|
170K
$9.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
19.7KNew |
$888K - $960K
|
19.7K
$1.08M
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
18.9K+ 33.9% |
$851K - $919K
|
74.6K
$4.1M
|
|
|
Oct 19, 2021
Q3 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
18.7K+ 2.48% |
$843K - $911K
|
774K
$42.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
18.6K+ 7.32% |
$836K - $903K
|
272K
$15M
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
17.2KNew |
$775K - $837K
|
17.2K
$945K
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
16K+ 8.37% |
$722K - $780K
|
208K
$11.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
15.5KNew |
$700K - $756K
|
15.5K
$853K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
15.4K+ 12.5% |
$695K - $751K
|
139K
$7.63M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14.7K+ 16.81% |
$664K - $717K
|
102K
$5.62M
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
14.4K+ 262.08% |
$648K - $700K
|
19.9K
$1.09M
|
|
|
Apr 07, 2022
Q3 2021
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
14K+ 10.04% |
$630K - $681K
|
153K
$8.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.1K+ 4.83% |
$591K - $638K
|
284K
$15.6M
|
|
|
Oct 20, 2021
Q3 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
13K+ 8.42% |
$587K - $634K
|
168K
$9.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.9K+ 182.86% |
$492K - $531K
|
16.9K
$928K
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.7K+ 13.66% |
$481K - $520K
|
88.9K
$4.89M
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
10.7K+ 6.16% |
$481K - $520K
|
184K
$10.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.88K+ 3.61% |
$445K - $481K
|
283K
$15.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
9.5K+ 2.0% |
$428K - $462K
|
485K
$26.6M
|